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Absolutely wild valuation given their lack of a moat isn't it?
Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code These are all moats.
Absolutely wild valuation given their lack of a moat isn't it?
Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code These are all moats.
seems like there are a lot of those out there these days, and the costs are falling
> a massive concentration of talent and experience
Apparently 3000 employees? There's plenty of talent to be found elsewhere. Plus employees can be hired away.
> brand
meh.
> one of, if not the best, coding experiences
Seems easy enough to replicate, given how quickly they built it.
Kind of amusing that there is basically no mention of their original mission at all here.
What was their original mission? My sense is that startup mission statements are ~meaningless. Builders try to build great things that lots of other people will find valuable.
Beat OpenAI. The Founders came from OpenAI so there was obviously some disagreement about the direction there or they simply wanted more control.
Earlier quoted context omitted.
Next year 140 billion the following year 1.4 trillion, 14 trillion the year after that?
Pay attention to the outflow of tech investment in the stock market. That money is going to move into OpenAI and Anthropic IPOs. The valuations will be as big you are thinking because the market believes these companies will represent an entire basket of startups.
Earlier quoted context omitted.
Pay attention to the outflow of tech investment in the stock market. That money is going to move into OpenAI and Anthropic IPOs. The valuations will be as big you are thinking because the market believes these companies will represent an entire basket of startups.
Might as well long NVDA?
How are they not overvalued? At some point OSS will be sufficient for most businesses, what then?
Earlier quoted context omitted.
What was their original mission? My sense is that startup mission statements are ~meaningless. Builders try to build great things that lots of other people will find valuable.
To maximise shareholder value.
Earlier quoted context omitted.
Next year 140 billion the following year 1.4 trillion, 14 trillion the year after that?
Pay attention to the outflow of tech investment in the stock market. That money is going to move into OpenAI and Anthropic IPOs. The valuations will be as big you are thinking because the market believes these companies will represent an entire basket of startups.
Tech stocks with all the hype are second only to crypto in terms of how easy and fast are to sell (hence BTC dropped and now tech stocks IMHO).
Btw, I was too young to fully remember, but wasn't the year before the dot com crash also full of IPOs?
Soon we will lack letters for funding rounds!